据华尔街日报：Anthropic签署了由英伟达支持的350亿美元云计算协议。

With eight months to the French presidential vote, markets are showing stress: France’s borrowing premium over Germany has climbed to levels close to the highs seen during the 2012 European sovereign-debt crisis. Investors are focused on who will succeed pro-business centrist Macron and how they would tackle a >5% fiscal deficit, rising debt servicing costs and growth teetering near recession. Front-runners on the extremes — Marine Le Pen on the right and Jean-Luc Mélenchon on the left — propose sharply divergent fiscal programmes, including higher spending, lower retirement ages, partial debt forgiveness and even stopping France’s contributions to the EU. Gavekal Research CEO Louis-Vincent Gave says, absent a parliamentary majority, fiscal space or political capital, it is unclear how the government could staunch fiscal deterioration and the risk is that the bleed accelerates. The 15-year French government yield, viewed as less affected by short-term monetary policy, and its spread to the German same-tenor rate are near post-2012 peaks, signalling markets are pricing a structural deterioration in France’s long-term fiscal position relative to Germany.

US 10-year Treasury yield rose above 4.75% on Monday, the highest since January 2025, as higher oil prices lifted expectations for further Fed tightening. Yields across the curve advanced; the 5‑year hit its highest level since early last year. President Trump told Fox News the US would respond further to Iran’s attack on US forces; the comment coincided with the move. The rise extended a multi‑day Treasury selloff as investors weigh rising government debt concerns and how large Fed rate moves must be to rein in inflation. Fed Chair Kevin Warsh’s Jackson Hole remarks last Friday, which signaled an increased likelihood of further hikes to contain price pressures, pushed short‑term yields sharply higher. The 30‑year yield gained about 5 bps to near 5.26% on Monday, still below mid‑August multi‑year highs; the Treasury said earlier this month it would increase buybacks of that maturity to support market value.